Managing your business

The pandemic has emphasised the importance of advisers offering digital servicing to clients. Many financial planners have risen to the challenge and embraced digital tools.

Most clients are willing to refer but a much smaller percentage actually do. So how can you tap into this growth potential for your business?

When it comes to getting things done that are ‘not urgent, but important’, automation and repetition are your secret weapons. Having a simple, effective script can help take the effort out of asking for referrals and sets up your foundation for a referral program that consistently delivers new leads to your business.

As our lives increasingly move online, cybersecurity is an important consideration for all businesses, including financial advice businesses. For many financial advisers understanding how to protect sensitive client information from cyber attacks is becoming an important part of sound practice management.

The advice gap, impact of regulation, intergenerational transfer of wealth and the role of new technologies were just some of the main themes explored during the UK Study Tour. This paper unpacks some of the ideas and themes that were addressed.

This session is the first of the three part series where Sharon McClafferty, CEO of Slipstream Coaching will demonstrate 6 steps to creating and increasing capacity and offer tools that you can use to implement in your practice.

Licensing choices are critical for any financial planning business. This guide explores some of the key issues to consider in taking on an AFSL, plus we take a look at some of the practical implications in terms of time, costs and other resource requirements.

Whether it’s setting up a website, introducing online marketing or enjoying better practice management, you can digitise your business in a way that suits you.

In their pursuit of new ways to engage clients, many advisers have transformed their business by embracing digital methods of engagement. Find out more, including how partnering with BT Panorama can help.

The power of perspective - Another resilience-building strategy from Kamal Sarma. Find out how to focus on the things that matter today and stop stressing about the rest.

Another resilience-building strategy from Kamal Sarma. Find out how to create more meaning in your life and be better equipped to face life’s challenges.

Move like your mind needs it - Another resilience-building strategy from Kamal Sarma. Find out how to introduce more movement into your day, improving your physical and mental well-being.

To breathe or not to breathe - Another resilience-building strategy from Kamal Sarma. Find out how to control your breathing and use it to calm your mind, body and emotions.

Discover what is impacting the future of US advisory services and learn more about the significant shifts in the advice industry. Download the BT’s Whitepaper.

Kamal Sarma, an expert in the field of resilience and a former monk, shares five simple but powerful strategies to help advisers build resilience to business and personal stress.

With the increase in data available, there is huge potential for Machine Learning and AI to transform the finance industry. Learn about the future of finance.

Mental health will be an issue most advisers will have to deal with at some time as life insurance can play an important part in recovery.

Learning how digital advice and social media can help you acquire new clients and maintain good client relationships.

A goals-based approach to advice can be the most effective way of helping your clients at every life stage.

New educational standards for advisers mean that most will need to sit and pass the FASEA exam by 2021, here are some tips for advisers preparing to sit the exam.

Looking at financial advice in the age of disruption – where business is affected by technology, client segments and regulation

Having an Approved Product List (APL) may be valuable in today’s rigorous regulatory environment. We take a look at some of the key benefits of having an APL for registered financial advisers.

With established business models under threat, it is becoming more important for advisers to build trusted relationships with their clients.

New technologies are transforming the way we access and use a range of financial services. Build a practice of the future by leveraging technology.